Finance Controlling Trainee assisting in various financial operations at EveryMatrix, a leading B2B SaaS provider delivering iGaming software and services.
About the role
- Entry-Level Financial Advisor at Wisepath Group supporting clients with investment solutions and lead generation. Remote or hybrid position with strong mentorship and training opportunities.
Responsibilities
- Generate & Qualify Leads – Prospect by phone, email, social media, and networking events; screen for fit.
- Build Relationships – Nurture prospects, request referrals, and coordinate meetings with senior advisors.
- Support Clients – Address questions, surface needs, and introduce insurance and investment solutions.
- Joint Work & Learning – Handle hand-offs, shadow seasoned professionals, and master our economic-based planning tool.
- Expand Our Reach – Cultivate channel partners (business owners, associations, community groups).
Requirements
- Education: Bachelor’s in Business, Marketing, or similar (or equivalent experience).
- Experience: 1+ year in sales or finance preferred; proven comfort with cold outreach and CRM tools.
- Skills: High energy, clear communicator, metrics-driven, eager to learn the advisory profession.
- Licensing: Life & Health license preferred—or commitment to obtain quickly (firm-sponsored).
Benefits
- Uncapped Earnings – Base draw plus commission, residual income, and performance bonuses.
- Comprehensive Benefits – 401(k) match, medical, dental, vision, life/disability insurance, and incentive trips.
- Mentorship & Training – Pair with senior advisors, earn while you learn, and fast-track to a full advisory practice.
- Flexibility & Autonomy – Remote or hybrid schedule that supports work-life balance.
- Big-Firm Resources – National brand, marketing engine, proprietary planning tech, and licensing sponsorship.
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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